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SOA Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SOA Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Sell
5,710
-781
-12% -$75K 0.09% 118
2026
Q1 		$588K Sell
6,491
-340
-5% -$31.7K 0.11% 105
2025
Q4 		$611K Buy
6,831
+57
+0.8% +$5.04K 0.1% 108
2025
Q3 		$591K Sell
6,774
-1,806
-21% -$153K 0.1% 109
2025
Q2 		$716K Buy
8,580
+916
+12% +$72.7K 0.13% 96
2025
Q1 		$580K Sell
7,664
-121
-2% -$9.05K 0.12% 101
2024
Q4 		$547K Sell
7,785
-76
-1% -$5.61K 0.1% 108
2024
Q3 		$614K Sell
7,861
-411
-5% -$30.8K 0.12% 100
2024
Q2 		$601K Buy
8,272
+184
+2% +$13.5K 0.12% 97
2024
Q1 		$600K Buy
8,088
+752
+10% +$53.5K 0.12% 89
2023
Q4 		$516K Sell
7,336
-643
-8% -$42.4K 0.11% 94
2023
Q3 		$513K Sell
7,979
-420
-5% -$28.1K 0.13% 89
2023
Q2 		$567K Buy
8,399
+899
+12% +$61K 0.13% 85
2023
Q1 		$501K Buy
7,500
+642
+9% +$42.1K 0.12% 95
2022
Q4 		$423K Buy
6,858
+1,950
+40% +$115K 0.11% 98
2022
Q3 		$258K Buy
4,908
+1,168
+31% +$68.7K 0.08% 125
2022
Q2 		$220K Buy
3,740
+622
+20% +$39.9K 0.06% 135
2022
Q1 		$216K Buy
3,118
+1
+0% +$71 0.05% 153
2021
Q4 		$232K Buy
3,117
+13
+0.4% +$977 0.06% 145
2021
Q3 		$230K Sell
3,104
-230
-7% -$17.5K 0.06% 141
2021
Q2 		$249K Buy
3,334
+135
+4% +$10.2K 0.06% 139
2021
Q1 		$230K Sell
3,199
-177
-5% -$12.6K 0.06% 132
2020
Q4 		$241K Buy
+3,376
New +$218K 0.07% 128

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SOA Wealth Advisors's IEFA Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, selling an estimated $75K and leaving 5,710 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #118.

SOA Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $716K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SOA Wealth Advisors held 5,710 shares of iShares Core MSCI EAFE ETF worth $551K as of Q2 2026.
  • SOA Wealth Advisors sold 781 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $75K.
  • iShares Core MSCI EAFE ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • SOA Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $716K in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.